Plante Moran Financial Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-696
| Closed | -$30.6K | – | 909 |
|
|
2022
Q4 | $30.6K | Hold |
696
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $31K | Hold |
696
| – | – | 0.01% | 380 |
|
|
2022
Q2 | $32K | Hold |
696
| – | – | 0.01% | 378 |
|
|
2022
Q1 | $37K | Hold |
696
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $42K | Hold |
696
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $42K | Sell |
696
-21
| -3% | -$1.27K | 0.01% | 416 |
|
|
2021
Q2 | $46K | Buy |
717
+21
| +3% | +$1.35K | 0.01% | 393 |
|
|
2021
Q1 | $43K | Hold |
696
| – | – | 0.01% | 394 |
|
|
2020
Q4 | $39K | Hold |
696
| – | – | 0.01% | 401 |
|
|
2020
Q3 | $31K | Hold |
696
| – | – | 0.01% | 404 |
|
|
2020
Q2 | $28K | Hold |
696
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $24K | Hold |
696
| – | – | 0.01% | 356 |
|
|
2019
Q4 | $30K | Hold |
696
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $26K | Buy |
+696
| New | +$26K | 0.01% | 447 |
|
|
2019
Q1 | – | Sell |
-534
| Closed | -$19K | – | 894 |
|
|
2018
Q4 | $19K | Buy |
+534
| New | +$19K | 0.01% | 435 |
|